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Ipswich Investment Management’s Comfort Systems FIX Stock Holding History

Ipswich Investment Management’s Portfolio FIX Stock Details FIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$900K Sell
454
-29
-6% -$52.6K 0.19% 95
2026
Q1 		$666K Sell
483
-40
-8% -$50.8K 0.16% 107
2025
Q4 		$488K Buy
523
+4
+0.8% +$3.69K 0.11% 123
2025
Q3 		$428K Buy
+519
New +$352K 0.1% 132

Other funds holding FIX

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SGAM
Smith Group Asset Management Dallas, Texas $2.46B AUM 57.16% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Ipswich Investment Management's FIX Position: Q2 2026 in Review

Ipswich Investment Management reduced its Comfort Systems (FIX) stake by 6% in Q2 2026, selling an estimated $52.6K and leaving 454 shares worth $900K. The position accounts for 0.19% of the portfolio, ranked #95.

Ipswich Investment Management first reported a position in FIX in Q3 2025 and has held it in 4 quarters since. 609 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Ipswich Investment Management held 454 shares of Comfort Systems worth $900K as of Q2 2026.
  • Ipswich Investment Management sold 29 Comfort Systems shares in Q2 2026, an estimated $52.6K.
  • Comfort Systems made up 0.19% of Ipswich Investment Management's portfolio in Q2 2026, its #95 holding.
  • Ipswich Investment Management first reported a position in Comfort Systems in Q3 2025 and has held it in 4 quarters since.
  • 609 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.